Kaizen #193: Creating different fields in Zoho CRM through API
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In Zoho CRM, you have the option to tailor modules according to your organization's unique needs using custom fields. These can be created manually in the module builder or via API.
From Zoho CRM API version 6, you can add custom fields via API using the below endpoint:
|
POST
{api-domain}/crm/{version}/settings/fields?module={module_API_name}
|
From Zoho CRM API version 8, additional field types like multi-select lookups, multi-user lookup additions are also supported.
This article is intended to be a guide on how to create fields through the API.
|
Field Type (UI)
|
Field Data Type
|
|
Single Line
|
text
|
|
Multi-Line
|
textarea
|
|
Email
|
|
|
Phone
|
phone
|
|
Pick List
|
picklist
|
|
Multi Select
|
multiselectpicklist
|
|
Date
|
date
|
|
Date/Time
|
datetime
|
|
Number
|
integer
|
|
Auto-Number
|
autonumber
|
|
Currency
|
currency
|
|
Decimal
|
double
|
|
Percent
|
percent (only in POST)
|
|
Long Integer
|
bigint
|
|
Checkbox
|
Boolean
|
|
URL
|
website
|
|
Lookup
|
lookup
|
|
Formula
|
formula
|
|
User (Type- Single User)
|
userlookup |
|
User (Type- Multiple Users)
|
multiuserlookup
|
|
File Upload
|
fileupload
|
|
Image Upload
|
imageupload
|
|
Rollup Summary
|
rollup_summary
|
|
Multi-Select Lookup
|
multiselectlookup
|
The fields in below JSON are common for all fields. Field types such as single line text, phone, email, date, datetime, integer, and url fields consists of the below common fields alone and there are no dependent fields for them.
|
{
"fields": [
{
"field_label": "Your Field Label",
"data_type": "<field_type>",
"length": "<length>",
"tooltip": {
"name": "static_text",
"value": "Tooltip message"
},
"profiles": [
{
"id": "<profile_id_1>",
"permission_type": "read_write"
},
{
"id": "<profile_id_2>",
"permission_type": "read_only"
}
],
"external": {
"type": "user",
"show": false
},
"crypt": {
"mode": "decryption"
}
}
]
}
|
|
Key
|
Mandatory
|
Description
|
|
field_label
|
Yes
|
Display name of the field
|
|
date_type
|
Yes
|
Field type
|
|
length
|
No
|
Max number of characters allowed for a field |
|
filterable
|
No
|
Whether field can be used in filters. When set to true, the field will be available for use in Criteria Pattern Editors. Note that it is not applicable for imageupload, fileupload, textarea, and formula fields |
|
tooltip
|
No |
Field help text; name can be static_text or info_icon
|
|
profiles
|
No
|
Access control per profile (read_write, read_only, hidden)
|
| crypt |
No
|
Whether to encrypt the field (encryption or decryption)
|
|
unique
|
No
|
Enforce uniqueness across records
|
|
hipaa_compliance_enabled
|
No
|
Enable HIPAA protection
|
|
private
|
No
|
Enable GDPR-level handling (Low or High)
|
Single line Field
The single line field is a string field that can store 255 characters, and alphanumeric and special characters. It can be used to store fields like name, company, account name, etc. To create a single line field, give data_type as text.
A single line field can be marked as an external field. An external field is used to hold a record's unique ID available in an external system.
|
{
"fields": [
{
"data_type": "text",
"field_label": "External ID",
"external": {
"type": "org",
"show": true
}
}
]
}
|
Multiline Fields
The multi line field is a string field that can be used when you need a larger string field. It accepts alphanumeric and special characters. Multiline fields are of three types: plain text small, plain text large, and rich text field.
|
Multi-line field type
|
Character limit
|
Can be marked Mandatory?
|
Can be Encrypted?
|
|
Plain text small
|
Up to 2000
|
Yes
|
Yes
|
|
Plain text large
|
Up to 32000
|
Yes
|
No
|
|
Rich text (RTF)
|
Up to 50000
|
No
|
No
|
1) Plain Text Small Field
This type of multi-line field is ideal for concise entries up to 2000 character size. To create a plain text small multi line field, give data_type as textarea and type key in text area JSON object as "small".
|
{
"fields": [
{
"field_label": "Apartment_details",
"data_type": "textarea",
"length" : 2000,
"textarea": {
"type": "small"
}
}
]
}
|
2) Plain Text Large Field
This type of multi line field is ideal for more extensive entries of up to 32000 character size. To create a plain text large multi line field, give data_type as textarea and type key in text area JSON object as "large".
|
{
"fields": [
{
"field_label": "Apartment_details",
"data_type": "textarea",
"length" : 32000,
"textarea": {
"type": "large"
}
}
]
}
|
3) Rich text Field
Rich text field is ideal when formatted text needs to be entered. The length of the entry can be up to 50000 characters. To create a plain text large multi line field, give data_type as textarea and type key in text area JSON object as "rich_text"
|
{
"fields": [
{
"field_label": "Apartment_details",
"data_type": "textarea",
"length" : 50000,
"textarea": {
"type": "rich_text"
}
}
]
}
|
Picklist Field
Picklist is a field that lets you choose a value from a set of predefined values. The pick list value accepts all alphanumeric and special characters.
To create a picklist field, give data_type as picklist .Picklist fields have dependent JSON array - pick_list_values.
- pick_list_values: This JSON array comprises the options for the picklist field. Inside the array, display_value and actual_values stores the label shown for the picklist value in the CRM UI and the actual internal value of the picklist option respectively. The colour_code field consists of the color code of the picklist option in hex format, if color code is enabled.
- enable_colour_code - Boolean value that represents whether color code is enabled for the script
- history_tracking_enabled - This key when set as true audit/history tracking for the picklist field is enabled. Users with Module Customization permission can enable picklist history tracking. You can enable tracking for one picklist field per module, and this will be applicable across all layouts.
|
{
"fields": [
{
"field_label": "Your picklist's field label",
"data_type": "picklist",
"enable_colour_code": true,
"history_tracking_enabled": true,
"pick_list_values": [
{
"display_value": "Option 1",
"colour_code": "#af38fa",
"actual_value": "Option 1"
},
{
"display_value": "Option 2",
"colour_code": "#ffd6bc",
"actual_value": "Option 2"
},
{
"display_value": "Option 3",
"colour_code": "#cfddbc",
"actual_value": "Option 3"
}
]
}
]
}
|
Global picklist Field
Global sets in Zoho CRM is a type of picklist that helps you easily manage picklist values that recur across modules. To create a global picklist, use the Create Global Picklist API. The global picklist can then be associated to a module in the below format using the Create Custom Field API.
|
{
"fields": [
{
"field_label": "Source",
"data_type": "picklist",
"global_picklist": {
"id": "72223455366"//Id of the global picklist
}
}
]
}
|
Multi-Select Picklist Field
Multi-select picklist allows you to select multiple values while creating or editing record. The pick list value accepts all alphanumeric and special characters. To create a multi select picklist, give data type as multiselectpicklist.
Note that Picklist tracking is not supported for multi-select picklists
|
{
"fields": [
{
"field_label": "Preferred working days",
"data_type": "multiselectpicklist", // Specify the data type as multiselectpicklist*
"pick_list_values": [
{
"display_value": "Monday",
"actual_value": "1"
},
{
"display_value": "Tuesday",
"actual_value": "2"
},
{
"display_value": "Wednesday",
"actual_value": "3"
},
{
"display_value": "Thursday",
"actual_value": "4"
},
{
"display_value": "Friday",
"actual_value": "5"
}
],
"pick_list_values_sorted_lexically": true,
"enable_colour_code": true
}
]
}
|
Auto Number Field
Auto Number fields are used for assigning a unique incremental number automatically to each record, making identification easy. To create an auto number field, set "data_type" as "autonumber" and include an auto_number object with the following keys:
- start_number (mandatory) – Starting value for the auto-number sequence.
- prefix (optional) – (String) to prepend to the number.
- suffix (optional) – (String) to append to the number.
- _update_existing_records (optional) – (Boolean). If set to true, updates existing records with new auto-numbers based on the current format. Default value is false.
|
{
"fields": [
{
"field_label": "Order ID",
"data_type": "autonumber",
"auto_number": {
"start_number": 1000,
"prefix": "ORD-",
"suffix": "-2025",
"_update_existing_records": true
}
}
]
}
|
Currency Field
Currency field is used to store amount values. To create a currency field, set "data_type" as "currency" and define the currency JSON object with the following keys:
- rounding_option(mandatory) – Specifies how values should be rounded:
- "normal" – No rounding.
- "round_off" – Rounds to nearest based on precision.
- "round_up" – Always rounds up based on precision.
- "round_down" – Always rounds down based on precision.
- precision(optional) – Number of decimal places displayed in the UI (e.g., 123.466 with precision 2 becomes 123.47).
- decimal_place(optional) – Maximum number of decimal places stored. Values beyond this are truncated. Max allowed decimal places: 9.
|
{
"fields": [
{
"field_label": "Deal Amount",
"data_type": "currency",
"currency": {
"rounding_option": "round_up",
"precision": 2,
"decimal_place": 3
}
}
]
}
|
Decimal Field
Decimal field is used to store decimal numbers. To add a decimal (floating point) number field, use "data_type": "double".
- length(optional) – Total number of digits allowed, including both sides of the decimal point.
- decimal_place(optional) – Number of digits to allow after the decimal point (e.g., 2 means values like 123.45).
|
{
"fields": [
{
"field_label": "Discount Rate",
"data_type": "double",
"length": 16,
"decimal_place": 2
}
]
}
|
Percent Field
This field type is used to capture percentage values, such as scores or growth rates. To create a percentage field, use "data_type": "percent".
|
{
"fields": [
{
"field_label": "Enrollment number",
"data_type": "bigint",
"length": 18,
"separator": true
}
]
}
|
Long Integer Field
Long Integer Fields are number fields that accept up to 18 digits. To create a long integer field, use "data_type": "bigint".
|
{
"fields": [
{
"field_label": "Enrollment number",
"data_type": "bigint",
"length": 18,
"separator": true
}
]
}
|
Separator: a Boolean key that indicates whether the number is formatted for better readability. It is applicable for data types integer, double, bigint. Refer to this article on changing locale information for information on how to change it.
Checkbox Field
Checkbox value allows you to select or unselect a value indicating true or false. To create a checkbox field, use "data_type": "boolean".
|
{
"fields": [
{
"field_label": "Previously Employed?",
"data_type": "boolean"
}
]
}
|
Lookup Field
Use "data_type": "lookup" to associate records from another module. The lookup JSON object defines the target module, display label, and optional filter criteria.
-
module.api_name(mandatory) – API name of the target module (get via Modules API).
-
display_label(mandatory) – Label shown in the related list.
-
query_details(optional) – Used to define lookup filters. Inside query_details JSON Object following keys are present:
-
criteria(mandatory if query_details is used) – Filter logic.
-
group_operator – "AND"/"OR" (required for multiple conditions).
-
group – Array of filter conditions. Each condition includes:
-
field.api_name: Field in the target module
-
comparator: Operator like contains, equal
-
value: Value to match
-
revalidate_filter_during_edit(optional) – If true, validates filter conditions on record edit.
|
{
"fields": [
{
"field_label": "Your lookup",
"data_type": "lookup",
"lookup": {
"module": {
"api_name": "Contacts"
},
"display_label": "Contact Lookup",
"revalidate_filter_during_edit": true,
"query_details": {
"criteria": {
"group_operator": "AND",
"group": [
{
"field": {
"api_name": "Phone"
},
"comparator": "contains",
"value": "91"
},
{
"field": {
"api_name": "Lead_Source"
},
"comparator": "equal",
"value": [
"Cold Call"
]
}
]
}
}
}
}
]
}
|
Formula Field
Formula fields are used to calculate different types of values, including numeric values, text values, date values, etc. Use "data_type": "formula" to calculate dynamic values based on other fields.
For more details on all the available usages in the formula field, refer to this help doc on formula field. The formula object defines the logic and output type.
- formula.return_type (mandatory for formula field) – Output type of the formula. Possible values: double, currency, text, date, datetime, boolean
- formula.expression(mandatory) – The actual formula logic (e.g., "Sqrt(Len(${Email}))").
- decimal_place(optional) – Number of decimal places (only for double or currency).
- number_separator(optional) – If true, formats the number using separators (default is true).
|
{
"fields": [
{
"field_label": "Total amount",
"data_type": "formula",
"formula": {
"return_type": "double",
"expression": "${Amount} + 150"
},
"decimal_place": 0,
"number_separator": false
}
]
}
|
Auto refresh formula field
These type of formula fields are used when you need an accurate time measurement whenever you view the record. The key "dynamic" set as true indicates that the field is an auto refresh formula field.
For example, the age of a deal can be calculated by comparing the created time of the deal with the current time. A condition can be given to stop computing the value of the auto refresh field.
- dynamic: When set as true, indicates that the formula field is an auto refresh field.
- stop_compute_conditionally: When set as true, indicates that the computation of field stops when the condition given in stop_compute_expression key
-
stop_compute_expression: Mandatory when stop_compute_conditionally is true. Consists of the condition for stopping computation of the auto refresh formula field.
|
{
"fields": [
{
"field_label": "Deal Age",
"data_type": "formula",
"formula": {
"expression": "Datecomp(${Created_Time},Now())",
"return_type": "double",
"dynamic": true,
"stop_compute_conditionally": true,
"stop_compute_expression": "${Probability}==100"//When the deal probability is 100, the calculation gets stopped.
}
}
]
}
|
User lookup Field
User lookup field is used to associate a specific user to a record of the module. Use "data_type": "userlookup" to add a user lookup field.
The lookup JSON object defines the key properties of the user lookup
- query_details (JSON object): Defines filters to restrict which users are selectable.
- criteria: Uses a group of field conditions (field, comparator, value) with a group_operator (AND, OR) to filter users.
- revalidate_filter_during_edit (Boolean): If true, the criteria is reevaluated on record edit for the value selected on the record creation. This option is useful when associated values or fields have changed due to updates. It allows users to re-check and confirm that the correct records are still linked when editing the record.
- sharing_properties (JSON object): Contains details of access given to users
- share_preference_enabled (Boolean): If true, enables access to the records for the users.
- share_permission (String): Defines what level of access the associated user has (e.g., "read-only", "full-access", "read-write").
|
{
"fields": [
{
"field_label": "Assigned Sales Rep",
"data_type": "userlookup",
"tooltip": {
"name": "info_icon",
"value": "Sales user responsible for this lead"
},
"lookup": {
"revalidate_filter_during_edit": true,
//associate only users from countries India, and email containing "zylker.com".
"query_details": {
"criteria": {
"group_operator": "AND",
"group": [
{
"field": {
"api_name": "country"
},
"comparator": "equal",
"value": "India"
},
{
"field": {
"api_name": "email"
},
"comparator": "contains",
"value": "@zylker.com"
}
]
}
}
},
"sharing_properties": {
"share_preference_enabled": true,
"share_permission": "read-only"
}
}
]
}
|
Multiuser lookup Field
Multi-user look up is a lookup field that lets you add multiple users to a module record. It allows you to establish many-to-many relationships between modules and users in CRM.
Multi user lookup can be added by using the data_type "multiuserlookup".
- record_access: This Boolean key when marked as true indicates that the added user has access to the record. The users selected in the multi-user lookup field will be able to 'Edit', 'Delete', 'Change the owner' of that respective record
|
{
"fields": [
{
"field_label": "Associated_Agents",
"data_type": "multiuserlookup",
"multiuserlookup": {
"record_access": true
}
}
]
}
|
File Upload Field
User data type "fileupload" to add a file upload field
|
{
"fields": [
{
"field_label": "Resume Upload",
"data_type": "fileupload",
"length": 1,// Allow only 1 file, Maximum length : 5
"tooltip": {
"name": "info_icon",
"value": "Upload the applicant's resume in PDF or DOC format"
}
}
]
}
|
Image Upload Field
User data type "imageupload" to add an image upload field
|
{
"fields": [
{
"field_label": "Profile Photo",
"data_type": "imageupload",
"length": 1, // Only 1 profile photo allowed, Maximum length 10
"tooltip": {
"name": "info_icon",
"value": "Upload a professional head shot for the employee record"
}
}
]
}
|
Rollup Summary Field
Rollup Summary is a field that aggregates or summarizes a desired related list field. Rollup Summary Fields are of two types - Custom Rollups and Predefined Rollups. You can create only custom rollups using APIs. Supported related modules for APIs are Calls, Meetings, and Tasks
- function - Indicates the mathematical function applied to calculate the rollup summary.
- field_label - Represents the label of the field as it appears in the UI.
- data_type - This must be set to "rollup_summary" for rollup summary field.
- rollup_summary - This object contains all the configuration details for the rollup field.
- return_type - Specifies the type of value returned.
- expression - Defines the calculation logic for the rollup.
- function_parameters An array containing parameters needed by the function, typically including:
- api_name: The field being summarized.
- criteria Defines the filters to apply to the related records. Each condition includes:
- group_operator: If there are multiple conditions, you should also include AND or OR as the group operator for the conditions. It consists of an array of conditions.
- group: Array element of a condition
- field
- api_name: The API name of the field.
- comparator: The comparison operator (e.g., equal, greater_than, contains).
- value: The value used in the comparison.
- function - The function to be applied to the filtered records. Allowed functions : COUNT, MAXIMUM, MINIMUM, AVERAGE, RECENT, UPCOMING, EARLIEST.
- based_on_module - Specifies the module from which to summarize related records.
- related_list - Indicates the related list within the module (e.g., "Deals", "Contacts") to summarize from.
|
{
"fields": [
{
"field_label": "Total Invoice Amount",
"data_type": "rollup_summary",
"rollup_summary": {
"return_type": "currency",
"expression": {
"function_parameters": [
{
"api_name": "Grand_Total"
}
],
"criteria": {
"group_operator": "AND",
"group": [
{
"comparator": "equal",
"field": {
"api_name": "Billing_Country"
},
"value": "United States"
},
{
"comparator": "greater_than",
"field": {
"api_name": "Invoice_Date"
},
"value": "2024-01-01"
}
]
},
"function": "SUM"
},
"based_on_module": {
"api_name": "Invoices"
},
"related_list": {
"api_name": "Invoices"
}
}
}
]
}
|
Multi-Select Lookup Field
Multi-Select Lookup Field enables you to establish a many-to-many relationship between two modules in CRM.
- multiselectlookup : The mulitselectlookup JSON object specify the linking details between the module in which the field is present and another module
- connected_details: This JSON object contains details about the module you want to connect the current module with.
- module.api_name: Specify the module API name you want to link the current module with.
- field.field_label: When connecting a module, the system creates a new lookup field in the connected module for the current module. Use this key to specify a field label in the connected module.
- linking_details: When creating a multi-select lookup field, the system creates a separate module connecting these two modules, which contains their common details. This module is called the linking module
- module: Consists of the details of the linking module.
- plural_label: Specify a plural label for the linking module.
|
{
"fields": [
{
"field_label": "Skills",
"data_type": "multiselectlookup",
"multiselectlookup": {
"connected_details": {
"module": {
"api_name": "Skills"
},
"field": {
"field_label": "SkillName"
}
},
"linking_details": {
"module": {
"plural_label": "EmpXSkill"
}
}
}
}
]
}
|
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based on selected service look up field iwant to fetch the service serial number in the serice form how i achive using client script also how i get the current date in the date field in the on load of the formImporting into Multiselect Picklist
Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,I need to know the IP address of ZOHO CRM.
The link below is the IP address for Analytics, do you have CRM's? https://help.zoho.com/portal/ja/kb/analytics/users-guide/import-connect-to-database/cloud-database/articles/zoho-analytics%E3%81%AEip%E3%82%A2%E3%83%89%E3%83%AC%E3%82%B9 I would like toPassword Assessment Reports for all users
I'm the super admin and looking at the reporting available for Zoho Vault. I can see that there is a Password Assessment report available showing the passwords/weak and security score by user. However I'm confused at the 'report generated on' value. MonitorAllow people to sign a zoho form by using esign or scanned signature
Allow people to sign a zoho form by using esign or scanned signatureCan't change form's original name in URL
Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the newHow to Print the Data Model Zoho CRM
I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks AndrewCustomer ticket creation via Microsoft Teams
Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app withinTransfer ownership of files and folders in My Folders
People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if thereSetting certian items to be pickup only
How do we have some items that are pickup only? I have several items in my item's list that I do not ship. But they need to be on the website to be sold, and picked up in store. Need to be able to do this as one of these products is a major seller forUsing gift vouchers
We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:Automatically updating field(s) of lookup module
I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. AsZoho Commerce and Third-party shipping (MachShip) API integration
We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input toAdding custom "lookup" fields in Zoho Customization
How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,Can you import projects into Zoho Projects yet?
I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projectsAllocating inventory to specific SO's
Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which couldIntroducing Workqueue: your all-in-one view to manage daily work
Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? SalesZoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?
Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way toAutomation #10 - Auto Assign Ticket based on Keywords
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips on optimizingAutomate attendance tracking with Zoho Cliq Developer Platform
I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendanceReusable Custom Functions Across Department Workflows
Dear Zoho Desk Team, We appreciate the powerful workflow automation capabilities in Zoho Desk, particularly the ability to create and use custom functions within workflows. However, we have encountered a limitation that impacts efficiency and maintainability.Contact data removes Account data when creating a quote
Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then addFeature Request - Gift Cards or Gift Voucher Capability in Zoho Commerce
Hi Zoho Commerce team, I'm comming accross more and more retail businesses who sell gift cards. As there is currently no way to manage this in Zoho Commerce, it is a blocker to addoption. This is particularly popular in Europe and North America. I recentlyDon't Allow Customer to Edit Values After Submitting Ticket
After a customer submits a ticket through the customer portal, they can go into the ticket and see some of the values from the questions they answered in the sidebar. Currently, a customer can edit these values even after they submitted them. This makes no sense. We ask very specific questions that we don't want customers to later change! Please disable the ability for customers to edit the values to their submission questions in the portal. Screenshot attached.Analytics <-> Invoice Connection DELETED by Zoho
Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with thetext length in list report mobile/tablet
Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.Automation #4 - Auto Delete Tickets based on Rules
This is a monthly series in which we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Unwanted tickets spammingAutomation #3 - Auto-sync email attachments to tickets
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Most of our customers use emailAutomation #11 - Auto Update Custom Fields with Values from Emails
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimizeAutomation #13 - Auto assign tickets based on agent shift time
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimizeAutomation #14: Capture Jira Issue Key/ID in a Ticket Custom Field
Hello Everyone! This month's edition brings you a custom function to consolidate your records associated with Jira integration. Jira integration enables support engineers and R&D units to collaborate seamlessly on feature development, product improvement,Automation #16: Automate Ticket Reopening on Scheduled Timestamp
Hello Everyone! This edition uncovers the option to schedule reopening a ticket automatically. Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion.Automation#19:Auto-Close Tickets Upon Task Completion
Hello Everyone! We’re excited to bring you another custom function this week. In this edition, we’ll show you how to automatically close tickets when all associated tasks are marked as completed. Let’s see how ZylkaPure, a leading water filter company,Automation #15: Automatically Adding Static Secondary Contacts
Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have TerenceHow to apply customized Zoho Crm Home Page to all users?
I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user hasCity field suggestion in Zoho Books
Hi team, We are using Customers module in Zoho Books. In the Address section, we want to understand whether the City field can show suggestions while typing using any API or built-in feature. For example, if a user types “Mum”, can the system suggestImproved UX design for Projects CRM integration
The current integration embeds the entier projects inteface into the CRM this is confusing and allows users to get lost. For example as a user i navigate to an account and go down to the related projects list and want to get information about a specificNext Page